Beneficiary Resource Center |
Forms: MONY/MLOA or USFL Life Insurance
Life insurance claims are paid after the Company ensures:
- You are the true beneficiary
- The policy is current and in force
- That all conditions of the policy have been met
Required Documents
When filing a claim, these documents are necessary:
- Claim Form for MONY and MLOA
- Claim to USFL Life Insurance Form
(Required for all beneficiaries listed on USFL policies) - Original life insurance policy, if available
- Certified copy of death certificate
- Any additional claim form that is required for the payment option you have selected (see additional option forms below)
Important Notice: Your claim may qualify for Express Processing with no additional forms. Please call our toll free number (800) 659-1058, Monday through Friday, 8:00 AM to 5:00 PM (Eastern) for further information.
Additional Documents
Not all options are available to all beneficiaries. Depending on your personal situation, these additional documents may be necessary:
- Specified Income Options
Available when requesting claim proceeds as an income for a specified period or specified amount - Life/Income Options
Available when requesting claim proceeds as a life income - Interest Options
Available when requesting claim proceeds in an interest bearing contract - Assignment of Benefits Form
Available when assigning all or part of claim proceeds to another party - Statement as to Children Form
Available if the beneficiaries are the children of the insured, but not named in the beneficiary provision and/or if the policy covers more than the deceased person (i.e. children’s term rider, additional insured rider, etc.) - Tax Withholding Election Statement - Special Payment (W-4P) Form
Available if a specified income option or life income option is elected - Certificate of Appointments
If you are filing as executor, administrator or guardian - Copy of Trust Excerpts
Title, appointment and signature pages and any amendment naming the successor trustee(s) - Beneficiary Guide
To assist with important decisions after the loss of a loved one
Return all documents for MONY/MLOA to:
Regular Mail:
MONY, an AXA Financial Company
PO Box 4830
Syracuse, NY 13221
Express Mail:
MONY, an AXA Financial Company
100 Madison Street
Syracuse, NY 13202
Return all documents for USFL to:
Regular Mail:
USFL, An AXA Financial Company
PO Box 4763
Syracuse, NY 13221
Express Mail:
USFL, an AXA Financial Company
100 Madison Street
Syracuse, NY 13202
FAX:
MONY/MLOA - (315) 477-4357
USFL- (315) 477-2144
You may also request these forms be mailed to you by calling:
- MONY/MLOA toll free number (800) 659-1058, Monday through Friday, 8:00 AM to 5:00 PM (Eastern)
- USFL toll free number (800) 959-3894, Monday through Friday, 8:30 AM to 4:30 PM (Eastern)
- The policyholder’s Financial Professional
If you need assistance at any time, we recommend that you check with your Financial Professional, Talk To An AXA Advisors, LLC Financial Professional or contact the customer service area applicable to your situation.
These forms are Portable Document Format (PDF) files. If your browser is not yet capable of reading PDF files, you can download the free Adobe® Acrobat Reader™ software at the following link: http://www.adobe.com/prodindex/acrobat/readstep.html. Instructions for installation are also found at that location.
